People Import Stages – Stage 3
{"Image DocumentName": "People Import Stages \u2013 Stage 3", "Image ImageDescription": "Stage 3\u2013 Matching. In order to actually design the criteria for the matching of the incoming data against the Lead or Contact (as selected) begin by pressing the Add Match Condition button, this will display a list of the available fields that you can match on (any field that was mapped in screen #1 essentially). Select the field that you would like to match on and then select the Mapping Type to match that field with. PeopleImport gives many different options including Exact, Fuzzy, Cleaned Account Name, Relaxed Address match etc. For full details on the available matching types see the section later in this document. After completing the Matching Conditions the user is then given the opportunity to also assign any records that are successfully filtered out via the Matching Condition and assign them to a Campaign and/or create a task for the owner of the Contact or Lead. Tests have been run on 100,000 incoming data rows being compared to 100,000 Leads and 100,00 Contacts with a completion time of about 6 minutes. If comparing to both Leads and Contacts the user can choose to compare to All Leads and sub-set the Contacts or vice versa (it does not have to be the same criteria on Leads and Contacts when comparing to both objects)", "Image XResolution": "37", "Image YResolution": "37", "Image ResolutionUnit": "Pixels/Centimeter", "Image Software": "SlidePlayer", "Image YCbCrPositioning": "Centered"}